CPE Catalog & Events
Project Management: Planning Skills - Supervisors & Managers
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Methods to breakdown a project into milestones so specific due dates and areas of responsibility are identifiedCommunication strategies to stay abreast of status and avoid conflicts early on in the project
Impact of Choice of Entity on Beneficial Ownership Information (BOI) Reports
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Webinar
1.00 Credits
Member Price: $39
Corporate Transparency Act BOI Filing Requirements
2024 Internal Controls That Could Have Prevented Frauds
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Webinar
2.00 Credits
Member Price: $79
Examination of actual frauds Discussion of internal controls that could have prevented the frauds Contemplation of epiphanies for your own professional scenarios
Internal Audit: Keys to Managing an Effective Function
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Webinar
2.00 Credits
Member Price: $85
Role of today's internal audit leadership Building effective relationships with management and Audit Committee Keys to staffing and training internal audit The synergy of internal audit with other processes and close
Audit 103: Adapting to the Engagement - Complying with SSARS
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and auditsCritical elements of compilation, review, and audit reportsImpact of special purpose accounting frameworks and other special issuesExercise on designing inquiries and analytics in a reviewCase study differentiating the scope of various non-attest and attest servicesAvoiding litigation risks in accounting services
Financial Planning Trends and Opportunities for Clients 2024
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Webinar
2.00 Credits
Member Price: $89
Cash flow management and budgeting Insurance Investments Education Income tax Retirement Estate Planning Closely-held business owners Marriage, cohabitation and divorce
Artificial Intelligence Fundamentals for CPAs 2024
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Webinar
4.00 Credits
Member Price: $159
What is intelligence? In what areas are AI processes superior or inferior to humans right now? Brief history of AI and what we've learned thus far. The three phases of AI and the direction they're headed. Examples of competitive applications of AI in the accounting profession.
Ethical Responsibilities for CPAs: Ethics 2024
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Webinar
4.00 Credits
Member Price: $159
Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
S Corporations: Tax Planning 2024
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Webinar
4.00 Credits
Member Price: $159
Overview of the taxation of corporations and shareholders, including making the S corporation election Built-in Gain Tax Planning Self-employment tax and S corporations Distribution tax planning Planning to minimize the impact of loss limitations Tax planning for years with both distributions and losses Termination Planning Tax planning regarding the transfer of appreciated assets to an S corporation Buying and selling S corporations-tax planning ideas Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections Tax Issues to consider at the death of S corporation shareholder Stock redemptions as a tax planning tool Accommodating a "non-qualified" investor Trusts and tax-exempt shareholders The second class of stock risks
K2'S 2022 An Accountant's Guide To Blockchain And Cryptocurrency
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Webinar
4.00 Credits
Member Price: $129
Information Technology Cryptocurrency Blockchain
Microsoft 365 Deployment Bootcamp for Your Practice
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Webinar
4.00 Credits
Member Price: $149
Specific topics that will be covered:Understanding the full potential of Microsoft 365 to drive efficiency in your practiceBest practices for deploying Microsoft 365 in accounting, tax and advisory firmsDesign your Teams app setup to meet the unique attributes of your practiceUse SharePoint and OneDrive to organize your files and share them securely with your clientsOrganize your thoughts, meeting notes and other content centrally in OneNoteTrack your client engagements and internal projects efficiently and effectively with the Planner appUse Microsoft 365 to document processes, improve client services and increase productivityStep-by-step guide for deployment of Microsoft 365 in your firm based on best practices
Accounting Industry Update 2024
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Webinar
8.00 Credits
Member Price: $299
FASB Technical Agenda and upcoming changes ASUs Implementation dates and methods Audit quality initiatives Changes to AICPA auditing standards; and PCAOB standards
Titans Annual Federal Tax Planning: Business & Estate Update 2024
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Webinar
8.00 Credits
Member Price: $299
New law provisions and guidance and tax form changes affecting business entities, tax-exempts and estates and trusts with emphasis on details of relevant energy and research credits, loss limitation and any federal law changes in 2024 Key cases and IRS and FTB guidance affecting partnerships, LLCs, C corporations, and S corporations Employment taxes and worker classification matters Accounting method developments Tax credits updates—Federal and California The state of California and multistate significant developments, including nexus and sourcing Expired and expiring provisions Inflation-adjusted amounts for 2024
Shortcuts to Personal and Professional Success
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Webinar
8.00 Credits
Member Price: $225
1. What really leads to success in the modern world The five things that correlate with fulfillment The five skills that lead to personal success Why "inner technology" is so important to succeed 2. Mastering the Art of Communication Why communication is so important The five mistakes people often make when they communicate How to solve problems without bruising egos How to get people to want to work with you 3. The Magic of Motivation: The key to success is consistency Why people normally don't stay motivated, and how to overcome this Why procrastination is a problem, and how it can be easily handled How to motivate other people 4. Overcoming Your Fears Why people have fears, and how they can be overcome The three skills needed to overcome any fear Identifying the fears that stop you, and creating a plan to overcome them 5. What makes people really happy—and what doesn’t The 3 most important things you can do to increase both happiness and productivity How to handle stress in under two minutes How to tap into a greater sense of purpose and meaning How to use positive psychology principles to help your business
Accounting in the Wake of COVID-19
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Risk assessmentGovernment assistancePandemic-related accounting pronouncementsLearning to be an auditor in a pandemic environmentFinancial statement disclosuresExploring liquidity optionsAccounting tools and techniques for supporting managerial decisionsEngagement and workforce managementOther current events as appropriate
Mastering The Three Pillars of Cybersecurity: Team & Compliance
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Webinar
1.00 Credits
Member Price: $39
Technology Cybersecurity
2024 White-Collar Crime: What Every CPA Should Know
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Webinar
2.00 Credits
Member Price: $79
Definitions of white-collar crime White-collar crime characteristics and statistics The CPA’s role in combating white-collar crime
2024 A Guide to Sampling - Part 2
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Webinar
2.00 Credits
Member Price: $79
Sampling ICFR Single Audit Sampling
Microsoft 365 Deployment Best Practices
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Overview of the "core" Microsoft 365 apps and how they integrate with each otherReview of the key deployment decisions to be madeIdentifying the important settings to establish in the key appsEstablishing organizational policies for using Microsoft 365Developing a plan to educate your team members on how to integrate the apps into their business processesUnderstanding the role of the Admin app and system administrationPlanning for Microsoft Copilot for 365 AI capabilities
K2's 2023 Top PDF Features You Should Know
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Webinar
4.00 Credits
Member Price: $129
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs